• CERAWEEK
  • March 10 - 14, 2025

Mark Florian

BlackRock

Managing Director

Mark Florian leads the Global Energy & Power Infrastructure team at BlackRock, which currently manages more than $7 billion of investment in the power, midstream, utility and other areas in the energy sector across three long term funds. The team has created about 30 portfolio companies for the Funds, typically with leading energy companies across the world, and is actively investing globally. Mr. Florian started the Global Energy and Power Infrastructure business at First Reserve, a private equity firm focused on energy, in 2008, and this business moved to BlackRock in 2017. The team now includes about 50 professionals and is located in Greenwich Connecticut, London and Houston. Prior to First Reserve, Mr. Florian had a 23-year career at Goldman Sachs. He was a Partner at this Firm, and worked across many areas including corporate investment banking, mergers and acquisitions, and public finance in his career there. His last position at Goldman was as the COO of the Public Sector and Infrastructure Department, managing the infrastructure investment banking business which included about 150 people, and a member of the investment committee for Goldman Sachs Infrastructure Partners. Mr. Florian has an undergraduate degree from Duke University, magna cum laude, majoring in Computer Science and Economics and an MBA from the University of Chicago in Finance.

Sessions With Mark Florian

Tuesday, 10 March

  • 11:30am - 12:30pm (CST) / -

    Energy Investment: Where's the money flowing?

    Markets Investment & Trading

    In the past two years, decapitalization of the oil and gas industry has accelerated, creating new challenges for investors: stranded assets, relative value of assets, and most importantly, energy transition investment opportunities. With the shale business model pivoting to returns rather than growth, can new private and public energy investments provide the type of growth that shales promised? What strategies are investors implementing to capture value in the energy sector? What are the implications of oil and gas sector decapitalization and energy transition capitalization? How should investors compare investments in different energy sectors, such as higher, more volatile oil and gas investments versus lower, guaranteed returns on renewable/utility investments? Is there enough capital and returns available for the decarbonization agenda? Which emerging energy technologies have the most promise and appeal to investors? Where is the money flowing? Is the current trend inevitable or cyclical? What could catalyze acceleration, deceleration, or reversals? How will private markets and capital respond to what is happening in the public investing world?